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Nos conseillers et conseillères experts en placement vous guideront dans l’atteinte de vos objectifs au moyen d’un plan financier tout à fait personnalisé. Cette approche sur mesure, soutenue par la connaissance approfondie du commerce planétaire et les occasions du marché, est l’une des distinctions convaincantes qui inspire confiance et quiétude lorsque vous collaborez avec un conseiller ou une conseillère en placement de Canaccord Genuity Gestion de patrimoine.
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- Winnipeg Conseillers à Winnipeg
Chad Anderson
Chad is a family-oriented Wealth Advisor. With over 20 years of experience, he’s helped high net-worth families navigate financial planning, tax optimization, risk/return balance, and estate management. Prior to becoming an advisor, Chad honed his skills in various financial planning and advisory positions at large financial institutions. Chad is a CFA® (Chartered Financial Analyst) charterholder. He also holds the Personal Financial Planner (PFP) designation.
Bureau: Winnipeg
Kevin Becker
Kevin brings over 25 years of financial services experience to his team and their clients. A graduate of the University of Manitoba with a Bachelor's degree (Advanced) in Applied Economics an Statistics in 1990, Kevin has an extensive educational and working background in the financial services Industry, specializing in investments. He began his career in banking in 1992 before transitioning to an Investment Advisor role in 1998. Kevin's focus is on common sense thinking providing customized financial solutions for individuals, families and business owners. Kevin is committed to listening and understanding his clients wants and needs and providing the correct advice to deal with their financial situation.
Bureau: Winnipeg
Dave Holt
Dave supports a diverse group of high-net-worth investors, guiding their financial decisions relating to investment, lifestyle and philanthropic needs. He has over 25 years of experience working in financial services. The experience, training and numerous designations Dave has earned over the years allow him to get a 360° view on the financial situation of wealthy individuals and families.
Bureau: Winnipeg
James Morden
James R. Morden has been involved as an entrepreneur in the financial services industry for over 38 years. He was a founding partner in the creation of Assante Corporation and served in a senior executive role until its sale in 2003. Post‑sale, he was a co-founder of Pavilion Financial Corporation until its sale in December 2018. James holds the Chartered Investment Manager (CIM®) designation.
Bureau: Winnipeg
Clinton Orr
Clinton started in the Canadian financial services industry in 2003 and since then he has established relationships with a wide variety of business owners, retirees and professionals at various points along their journey of wealth creation and wealth preservation. He values each client and ensures they are taken care of by adhering to three simple principles: Commitment, Clarity and Confidence.
Bureau: Winnipeg
Robert Tetrault
Rob is an award winning Senior Portfolio Manager and leads one of Canada’s leading Wealth Management teams After graduating from U of T Law School, Rob initially worked as a litigation lawyer at Aikins MacAulay Thorvaldson. He then completed a Finance MBA and was a member of the Dean’s list at the Asper School of Business. Redefining the practice of financial advising and portfolio management by his transparency, honesty and dedication, Rob is a devoted member and leader of the community and has managed to build a practice of high net worth individuals where his clients’ interests come first.
Bureau: Winnipeg